We are live on ! Find out more
SIVB

SVB Financial Group

Delisted

SIVB was delisted on the 9th of March, 2023.

732 hedge funds and large institutions have $27.6B invested in SVB Financial Group in 2021 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 259 increasing their positions, 273 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 69

13% more capital invested

Capital invested by funds: $24.4B → $27.6B (+$3.22B)

3% more funds holding

Funds holding: 714732 (+18)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

5% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 273

56% less call options, than puts

Call options by funds: $187M | Put options by funds: $425M

Holders
732
Holders Change
+18
Holders Change %
+2.52%
% of All Funds
12.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
93
Increased
259
Reduced
273
Closed
69
Calls
$187M
Puts
$425M
Net Calls
-$237M
Net Calls Change
-$29.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
376
Davidson Capital Management
Texas
$1.19M +$1.19M +2,143 New
KeyBank National Association
377
KeyBank National Association
Ohio
$1.18M -$725K -1,307 -38%
Point72 Asset Management
378
Point72 Asset Management
Connecticut
$1.17M -$1.14M -2,047 -49%
KFC
379
Klingenstein Fields & Co
New York
$1.17M
VI
380
Versor Investments
New York
$1.17M +$938K +1,691 +415%
RMC
381
Resources Management Corp
Connecticut
$1.16M +$241K +435 +26%
NEI
382
Northwest & Ethical Investments
Ontario, Canada
$1.16M +$1.15M +2,080 New
NIM
383
NXG Investment Management
Texas
$1.14M -$28.3K -51 -2%
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$1.14M +$89.9K +162 +9%
SIC
385
Salem Investment Counselors
North Carolina
$1.14M +$49.9K +90 +5%
BCM
386
Bayesian Capital Management
New York
$1.13M +$1.13M +2,037 New
William Blair & Company
387
William Blair & Company
Illinois
$1.13M -$4.44K -8 -0.4%
Cetera Investment Advisers
388
Cetera Investment Advisers
Illinois
$1.12M -$849K -1,530 -43%
SCC
389
Second Curve Capital
Pennsylvania
$1.11M +$1.11M +2,000 New
BMSSC
390
B. Metzler seel. Sohn & Co
Germany
$1.08M -$666K -1,201 -38%
AC
391
Allstate Corporation
Illinois
$1.08M -$60.5K -109 -5%
MBT
392
Montecito Bank & Trust
California
$1.05M -$24.4K -44 -2%
IAA
393
Independent Advisor Alliance
North Carolina
$1.04M -$6.37M -11,487 -86%
MWM
394
Mission Wealth Management
California
$1.04M -$172K -310 -14%
HW
395
Hancock Whitney
Mississippi
$1.03M -$5.55K -10 -0.5%
RCAG
396
Rehmann Capital Advisory Group
Michigan
$1.03M -$83.2K -150 -8%
NO
397
Ninety One
South Africa
$1.03M +$936K +1,688 +1,141%
SS
398
Sunbelt Securities
Texas
$1.03M +$21.6K +39 +2%
VPIM
399
Vanguard Personalized Indexing Management
California
$1.02M +$454K +819 +80%
TAM
400
Tocqueville Asset Management
New York
$992K -$27.7K -50 -3%

SIVB Hedge Fund Activity: Q2 2021 in Review

732 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in SVB Financial Group (SIVB) for Q2 2021, worth a combined $27.6B — up 13% from $24.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SIVB positions and 69 closed out — a net gain of 24 holders — while 259 added to existing stakes and 273 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $686M. The largest seller was Citadel Advisors, cutting an estimated $192M.

  • 732 institutional investors held SVB Financial Group (SIVB) as of Q2 2021, up from 714 in Q1 2021.
  • Funds reported $27.6B of SVB Financial Group stock for Q2 2021, up 13% quarter-over-quarter.
  • 93 funds opened new SVB Financial Group positions in Q2 2021 and 69 closed out, a net change of +24 holders.
  • The largest SVB Financial Group buyer in Q2 2021 was JP Morgan Chase, an estimated $686M added.
  • The largest SVB Financial Group seller in Q2 2021 was Citadel Advisors, an estimated $192M sold.

Based on aggregated 13F filings for Q2 2021.